+238.8%
RCL vs NWSA
+40.6%
+198.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +1.2% |
| 7D | -0.5% | -2.6% | +2.2% | +1.5% |
| 30D | -17.3% | +4.6% | -21.9% | -20.2% |
| 3M | -2.8% | +10.2% | -13.0% | -10.7% |
| 6M | -4.4% | +21.6% | -26.0% | -19.1% |
| YTD | -4.2% | +14.6% | -18.8% | -15.8% |
| 1Y | -23.4% | +0.4% | -23.7% | -25.0% |
| 3Y | +179.4% | +45.0% | +134.4% | +101.2% |
| 5Y | +238.8% | +41.3% | +197.5% | +140.1% |
| All | +238.8% | +40.6% | +198.1% | +140.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NWSA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling